Quant Flexi Cap Fund vs Tata Flexi Cap Fund compare

Quant Flexi Cap Fund vs Tata Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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Quant Flexi Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth
Fund	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3476 Cr	₹6829 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	06 Sep 2018	20 Oct 2008
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	69.17%	%
Expense Ratio	1.94	1.78
Manager	Amey Sathe	Sanjeev Sharma
ISIN Code	INF277K019K2	INF966L01457
Exits Load	Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Quant Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth
1 Month	3.1%	2.17%
6 Month	6.87%	5.23%
1 Year	5.9%	-2.48%
3 Year	16.03%	16.43%
5 Year	17.36%	26.6%

SIP Return Analysis

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth
6 Month	0.46%	0.72%
1 Year	9.49%	6.07%
3 Year	14.08%	11.18%
5 Year	13.55%	15.87%

Rolling Lumpsum Returns

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth
1 Year	12.92%	9.9%
3 Year	15.49%	16.05%
5 Year	15.78%	17.72%

Risk Management

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth
Standard Deviation	11.4%	17.196%
Sharp	0.83%	0.641%
Beta	0.81%	1.114%
Alpha	0.8%	2.062%

Fund Managers

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth
Name	Amey Sathe	Sanjeev Sharma
Total AUM	₹11910 Cr	₹39731 Cr
Funds Managed	4	22
	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth

Market Cap

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth
Others	4.3	21
Large Cap	62.48	57.32
Mid Cap	15.26	13.33
Small Cap	17.95	8.34

Sector Allocation

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	Quant Flexi Cap Fund-Growth
Others	2.48	10.75
Energy	3.92	17.95
Technology	9.46	3.06
Consumer Cyclical	11.73	12.32
Basic Materials	13.32	0
Consumer Defensive	11.56	5.48
Industrials	8.12	11.59
Financial Services	31.7	13.19
Real Estate	2.72	1.95
Healthcare	3.85	8.09
Communication Services	1.13	1.47
Utilities	-	14.15

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